PP
PDS Planning’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
1,888
+150
| +9% | +$69.5K | 0.07% | 144 |
|
|
2025
Q1 | $776K | Buy |
1,738
+241
| +16% | +$108K | 0.07% | 143 |
|
|
2024
Q4 | $728K | Buy |
1,497
+40
| +3% | +$19.4K | 0.06% | 129 |
|
|
2024
Q3 | $852K | Buy |
1,457
+14
| +1% | +$8.18K | 0.08% | 116 |
|
|
2024
Q2 | $674K | Buy |
1,443
+41
| +3% | +$19.1K | 0.07% | 125 |
|
|
2024
Q1 | $638K | Buy |
1,402
+60
| +4% | +$27.3K | 0.07% | 129 |
|
|
2023
Q4 | $608K | Buy |
1,342
+4
| +0.3% | +$1.81K | 0.07% | 118 |
|
|
2023
Q3 | $547K | Sell |
1,338
-79
| -6% | -$32.3K | 0.07% | 120 |
|
|
2023
Q2 | $652K | Buy |
1,417
+53
| +4% | +$24.4K | 0.08% | 105 |
|
|
2023
Q1 | $645K | Buy |
1,364
+269
| +25% | +$127K | 0.09% | 99 |
|
|
2022
Q4 | $533K | Buy |
1,095
+41
| +4% | +$19.9K | 0.09% | 91 |
|
|
2022
Q3 | $407K | Sell |
1,054
-58
| -5% | -$22.4K | 0.07% | 98 |
|
|
2022
Q2 | $478K | Buy |
1,112
+51
| +5% | +$21.9K | 0.09% | 97 |
|
|
2022
Q1 | $468K | Buy |
1,061
+129
| +14% | +$56.9K | 0.08% | 99 |
|
|
2021
Q4 | $331K | Buy |
932
+28
| +3% | +$9.94K | 0.06% | 128 |
|
|
2021
Q3 | $312K | Buy |
904
+101
| +13% | +$34.9K | 0.07% | 126 |
|
|
2021
Q2 | $304K | Buy |
803
+83
| +12% | +$31.4K | 0.07% | 125 |
|
|
2021
Q1 | $266K | Sell |
720
-26
| -3% | -$9.61K | 0.08% | 122 |
|
|
2020
Q4 | $265K | Buy |
746
+28
| +4% | +$9.95K | 0.09% | 118 |
|
|
2020
Q3 | $275K | Sell |
718
-338
| -32% | -$129K | 0.11% | 101 |
|
|
2020
Q2 | $385K | Buy |
+1,056
| New | +$385K | 0.17% | 74 |
|
|
2020
Q1 | – | Sell |
-643
| Closed | -$250K | – | 107 |
|
|
2019
Q4 | $250K | Buy |
643
+91
| +16% | +$35.4K | 0.16% | 82 |
|
|
2019
Q3 | $215K | Buy |
+552
| New | +$215K | 0.15% | 83 |
|